Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leder is a financial advisor with over 15 years of experience in the industry. Currently, David is registered with United Planners' Financial Services Of America A Limited Partner. David is a registered investment advisor and is licensed to provide financial advice in North Carolina. Previously, David was with Cambridge Investment Research, Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
03/14/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NC
04/02/2019 - 03/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chapel Hill NC)
NC
05/17/2016 - 04/17/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Raleigh NC)
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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